There are plenty of schemes one can invest in on FINHANCERS, but not every investor is the same. An investor may be a New investor or a Regular investor, or a Pro investor.

We here at FINHANCERS have designed the product while keeping in mind the needs of a layman. The tool is a user-friendly DIY(DO-IT-YOURSELF) platform that recommends schemes based on the risk profile and the Investment horizon of an investor, but please note that the mutual fund investments are subject to market risks, so read all scheme related documents carefully. Make sure to read our privacy policy and terms of use before investing.

So, here is how you can get started with Finhancers.

HOW DO I INVEST?

At Finhancers, we believe that investments should be made based on the goals of an individual, and the requisite goals should be SMART. SMART stands for specific, measurable, achievable, relevant and time bound. These goals can be set using the SIP planner or the Lump-sum planner. Both planners recommend schemes based on the amount, the time horizon, and the risk profile of the investor.

Following are the steps to complete investment with Finhancers -

1) If you are a new user, please go to the homepage and identify yourself as to whether if you are a new investor or a regular investor, or a pro-investor.

2) If you are a new investor, you will be directed to the Lump-sum planner or the SIP planner as suggested by you.

3) If you are a regular investor, you will be directed to FINHANCERS portfolios.

4) If you are a pro-investor, you will be directed to “Resources to invest better” on the homepage, where you can use the “Calculators” and set goals using “Plan a goal”

5) If you already happen to have an account, then you can click on “log in” on the top-right corner of the homepage.

6) In all the above cases, you will be made to sign up.

In all the above cases, the schemes are updated whenever it is deemed necessary. So as an investor, it becomes indispensable for you to keep yourself updated. It also provides the need for another requirement, which is review and rebalancing.